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After weeks of relentless strength, the early year rally at last took a breather. China growth fears helped to fuel the bears' intervention. As we look to the week ahead, it will be interesting to see if stocks are able to shake off these concerns and regain their footing.

The past few weeks have been rough for FXI. Over the past month, the fund fell more than 5%. Recently, on
ETF Profits, I noted that Thailand may be a more attractive option for aggressive investors looking to venture into Asia at this time. During the same period, the
iShares MSCI Thailand Investable Market Index Fund(THD) has held up well, returning over 3% gains.

In recent months, I've been following the wild day-to-day swings in the premium-laden
iPath Dow Jones UBS Natural Gas Subindex Total Return ETN(GAZ). TVIX is another product that has been dealing with a substantial disconnect in the weeks since Credit Suisse announced that it was suspending share creation.

When I've discussed premiums in the past, I've mentioned that those left holding a product like TVIX or GAZ when normal share creation is restored are the ones that will be taken for a loop. Sure enough, this week, we watched this development unfold.

Near the end of the weekend, reports that Credit Suisse was planning to restart share creation caused TVIX to drop dramatically. On Thursday, the ETN retreated towards its underlying index, resulting in a single day loss of nearly 30%. This tumble occurred even as the VIX and other volatility-tracking products like the iPath
S&P 500 VIX Short Term Futures ETN(VXX) pushed higher. On Friday, the pain continued, sending the fund trading down more than 20%.

Investors should not be playing around with disconnected products like TVIX and GAZ. Steer clear.

Next week's economic calendar is busy with the third fourth-quarter GDP revision and durable goods report on tap. Consumers will also be focused on March's consumer confidence data that is being released. Questions have weighed on this corner of the economy throughout the opening quarter of the year. However, in looking at the relentless strength seen from XRT, it is clear that shoppers remain resilient.

Investors will get another glimpse into the state of the retail industry this week when consumer electronics giant
Best Buy (BBY) steps up to the earnings plate.